See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,048 | $72,404-79.2% | $110,238-86.3% | $64,186-76.6% |
| Participation rate | 40.0% | 73.3%-33.3pp | 79.8%-39.8pp | 69.6%-29.6pp |
| Annual return | -9.42% | -6.29%-3.1pp | 314.74%-324.2pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,023 | $2,282-55.2% | $3,826-73.3% | $2,381-57.0% |
| Participant deferral / active EE | $2,451 | $3,469-29.4% | $4,672-47.5% | $3,470-29.4% |
| Admin fee / account holder | $3,723 | $5,664-34.3% | $8,547-56.4% | $4,888-23.8% |